Hello,
Does anyone have any insight on how to "unmerge" a record, can it be done? There is a record in our database that was incorrectly merged last year into another constituent's record, this may have occurred becuase the same name existed in both records but it is in fact, two separate constituents. There are membership and annual fund contributions on this record pertaining to both individuals, but it's difficult to discern which membership and annual fund contributions should be designated to each individual. Is there a way to "unmerge"?
Hi Kimberly,
I am assuming that this record is part of a household account? If so, you could always convert the household account into two individual ones. However, if you choose do to it this way, the account history (tickets, contributions, etc.) goes to one person or the other. I am not entirely sure you can "pick and choose" what part of the household history can go to what individual record at this time.
If you decide to split the household, that function is performed on the household constituency, and select the constituents menu item at the top of the screen. Select household operations, then convert to individual.
Does this help?
Cheers,
Beth Jones
Patron Services Manager
Broadway Rose Theatre Company
I agree with Leslie! I have had to unmerge accounts (twice) and it is very complex. The easiest way to get by is if you have records of what each account looked like prior to the merge. But since it's been a year you may not be able to get that.
But the process must be done via SQL and, in a nutshell, your DBA must go through each account table by table and tell it which data lives on which account.
There is a bunch of info on this in this other forum post: http://www.tessituranetwork.com/Community/forums/t/1914.aspx
You should sit down and analyze the account before you get started with anything and decide what data is ultimately going to to live on each account. Then have your DBA go through the process in your TEST system. Then make sure everything ended up where you intended before replicating the process in LIVE.
I'm happy to provide some more information on how I did this here if need some additional help.
Bethbhawryluk@winspearcentre.com
First it can be done – but only by a specialist (read IT/App Support person) With the same name
Since it was a year ago it may be trickier – there may be a way to look at the back-up files
IT folks should talk with network for exactly how to do this.
From: Kimberly Smith [mailto:bounce-kimberlysmith2245@tessituranetwork.com] Sent: Wednesday, May 03, 2017 2:11 PM To: McKinley, Leslie <LMcKinley@nycitycenter.org> Subject: [Tessitura Memberships] Unmerge?
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